Investment Dealing Officer

  • Post Date: March 2, 2022
  • Isle of Man
Job Description

Role Responsibilities:
– Process dealing instructions for our personalised portfolio bonds, in line with service standards and to an exceptional degree of accuracy.
– Handle customer enquiries from policyholders, advisers and members of the sales team, quickly and efficiently.
– Work closely with colleagues to deliver a positive experience for our customers throughout the life of their policy.
– Assist with ad-hoc investment related tasks as required.
– Liaise with stockbrokers and custodians as required.

Skills & Experience Required:
– Ideally a minimum of 2 years dealing experience within the life assurance industry
– Ability to deliver accuracy and quality performance
– Strong communication skills
– Educated to A Level standard, including Maths would be advantageous
– Ability to deliver against deadlines and excellent organisational skills

Phone 01624 615600